This guide shows how to use the Accounting Sync filters in Flxpoint, Orders Synced and Fulfillment Request(s) Sync, to verify whether data has been sent to your accounting system. Learn through tutorials, practical how‑to steps, clear explanations, and a compact reference.

🧪 Tutorials

Verify “Orders Synced” in the Order Grid

Goal: Confirm which orders were synced to accounting based on selected Channels in Accounting Setup.

Scenario: Your account sends accounting orders for Amazon US, BigCommerce Channel, and Walmart. You want to validate those synced orders directly from the Order Grid.

Steps:

1. Go to Orders.
2. Open Filters → set Orders Synced = Yes.
3. Add Channel ∈ the channels enabled in Accounting → Send Accounting Orders (Channels).
4. Review the results or Export to CSV for records.

Verify “Fulfillment Request(s) Sync” in Fulfillment Requests

Goal: Confirm which fulfillment requests (FRs) were synced to accounting based on selected Sources in Accounting Setup.

Scenario: You enabled Send Accounting Fulfillment Requests for Server Inventory and Show Me The Parts. You expect 57 FRs synced.

Steps:

1. Go to Fulfillment Requests.
2. Open Filters → set Accounting Sync = Yes (this is the FR view’s version of “Fulfillment Request(s) Sync”).
3. Add Source ∈ the sources enabled in Accounting → Send Accounting Fulfillment Requests (Sources).
4. Confirm the total count (e.g., 57) matches expectations from Accounting Setup.

🛠️ How-to Guides

A. Check “Orders Synced”

1. Open Orders → Filters.
2. Set Orders Synced = Yes.
3. Add Channel for the same channels enabled under Accounting → Send Accounting Orders.
4. Optional: add date range or status filters for a focused review.
5. Export if you need to share a confirmation.

B. Check “Fulfillment Request(s) Sync)”

1. Open Fulfillment Requests → Filters.
2. Set Accounting Sync = Yes.
3. Add Source for the same sources enabled under Accounting → Send Accounting Fulfillment Requests.
4. Validate counts; they should match expectations from your Accounting Setup.

C. Saved Filter Recipes

• Orders → “Accounting: Orders Synced (All Enabled Channels)”
  Filters: Orders Synced = Yes + Channel ∈ [Enabled Channels]
• FR → “Accounting: FR Synced (By Source)”
  Filters: Accounting Sync = Yes + Source ∈ [Enabled Sources]

🔍 Explanation

What the Filters Mean

Orders Synced (in Orders) shows orders sent to accounting based on Channels selected under Accounting → Send Accounting Orders.

Fulfillment Request(s) Sync (seen as Accounting Sync = Yes in Fulfillment Requests) shows FRs sent to accounting based on Sources selected under Accounting → Send Accounting Fulfillment Requests.

Troubleshooting

• No results? Ensure your Channel/Source filters match what’s enabled in Accounting Setup.
• Counts don’t match? Align date ranges and statuses across views when comparing.
• Expecting an FR but only see an Order? The order may not have generated an FR yet; check fulfillment progress.
• Items appear that shouldn’t? Reconfirm Channel/Source filters. These filters reflect setup selections; they don’t override configuration.

📚 Reference

Mapping Cheat‑Sheet

FAQ

• Does this apply only to QuickBooks? No. These filters work the same for any configured accounting integration.
• Can I review by a single channel or source? Yes—use Channel/Source as an additional filter to isolate results.
• Do these filters fix sync issues? No—they reflect what was sent according to your Accounting Setup.

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